Martin Brothers Distributing Company, Inc. Esop And 401(K) Plan — Form 5500 plan (Martin Brothers Distributing Company, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Martin Brothers Distributing Company, Inc. Esop And 401(K) Plan is a benefit plan reported by Martin Brothers Distributing Company, Inc. under EIN 42-0841720 and plan number 002. The latest loaded filing year is 2023. The filing reports 843 participants and $122,069,726 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Martin Brothers Distributing Company, Inc.
EIN
42-0841720
Plan number
002
Plan type
2
Location
Cedar Falls, IA
Latest filing year
2023
Participants
843
End-of-year plan assets
$122,069,726

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023843H, C20240730100556NAL0019850993001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$122,069,726
Net assets (EOY)
$122,069,726
Net assets (BOY)
$114,785,291

Income & contributions

Participant contributions
$2,228,544
Total contributions
$5,047,352
Total income / additions
$19,721,860

Expenses & distributions

Benefits paid
$12,334,800
Administrative expenses
$102,625
Total expenses
$12,437,425
Net increase / (decrease)
$7,284,435

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Accel Wealth ManagementINVESTMENT ADVISORY$29,242$89,8052023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$73,383$02023

Related Form 5500 pages